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AP

Advisors Preferred Portfolio holdings

AUM $679M
1-Year Est. Return 22.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$29.8M
3
+$29.5M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.1M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Top Sells

1
+$30.1M
2
+$29.7M
3
+$25M
4
IYW icon
iShares US Technology ETF
IYW
+$24.4M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$12.4M

Sector Composition

1 Real Estate 1.01%
2 Consumer Discretionary 0.87%
3 Financials 0.68%
4 Industrials 0.52%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K ﹤0.01%
+350
202
$10K ﹤0.01%
+120
203
$10K ﹤0.01%
+4,507
204
$10K ﹤0.01%
1,036
-4,242
205
$10K ﹤0.01%
+460
206
$5K ﹤0.01%
+90
207
– –
-2,228
208
– –
-803
209
– –
-2,673
210
– –
-163
211
– –
-8,953
212
– –
-9,113
213
– –
-633
214
– –
-454
215
– –
-143,114
216
– –
-2,279
217
– –
-582
218
– –
-854
219
– –
-605
220
– –
-758
221
– –
-2,925
222
– –
-868
223
– –
-723
224
– –
-2,659
225
– –
-267
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